CPA's:
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Go BEYOND just advising

Create the proactive-personal-partnerships your clients want!
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I'M READY

The Velocity Detective            Visionating LLC

Lisa Sretenovic, CPA, CGMA, CITP, CAAS

I love seeing accountants with enough passion, drive and confidence to add advisory services into their practice.

But It breaks my heart to see them minimizing their impact because of confusing marketing, failing to make a meaningful connection beyond just the figures, and drowning in their own workload.

I am on a mission to help these CPAs understand they don’t have to give up on their dream practice. They can create a thriving business and be a trusted advisor if they focus on just a few things outside their functional skills.

I empower accountants to evolve from compliance to BEYOND just consulting. They can have a proactive-personal-partnership with their clients! 

FREE Financial Coaching Training Resources

Free Video Training Resources

Some of the best coaches in the industry share their wisdom in this free resource library. Get advice on charging for your services, finding your process and building your business.

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Relay Business Banking

Profit-First Focused FREE business banking for you and your clients. Includes a portal for accountants so you don't have to beg clients for statements and integrates with both QBO and Xero.

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